Sertifi Review

Customer Reference Rating 4.7
Devices Supported
  • Windows
  • Mac
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses
  • 250 + Large Businesses
  • 138 Testimonials
  • 31 Case Studies
  • 11 Customer Videos

Overview

Sertifi is an e-signature solution that helps businesses make more sales and close more deals. The platform’s automation features accelerate business workflows, including complex processes that have multiple signers in parallel or sequential workflows, customer payments, and collaboration with several parties, among others.

Sertifi’s e-signature product empowers companies to track, execute, and deliver business contracts online, eliminating paperwork and expediting deal closure. The software is flexible, customizable, and easy to use, and effortlessly supports and integrates high-performance business workflows and applications.

Benefits

Quick E-Signatures

Sertifi’s interface is simple to use and straightforward. It enables you to send, manage, and sign documents fully digitally. You can easily upload contracts, send them to others for e-signing, and manage and track the progress effortlessly.

Secure Payments

Sertifi’s Payment Bridge feature allows you to submit online payments with a PCI-compliant and secure process. Now, you don’t have to wait weeks or days to receive payments. In addition, you need have any worries about safety as the platform securely stores your confidential payment data.

Efficient collaboration

With the Deal.Stream collaboration functionality, you can work together with your customers to reach agreements more quickly. This feature provides a central place where senders and clients can post questions and comments. This location also stores documents awaiting payment requests and e-signatures. In short, it acts your chief closing hub by bringing all elements together to help you close rapidly.

Partner Integrations

Sertifi offers pre-designed integrations for popular business solutions and CRM systems. This allows you to send, sign, and monitor requests from within the software tools your already utilize in your enterprise.

Robust API

Sertifi also presents an API feature to help you close more deals, more quickly, and provide a seamless user experience to all parties. The tool allows you to smoothly integrate functionality into your existing platforms via XML API, SOAP API, and REST API. Finally, Sertifi allows you to maintain transaction control and reduce developmental costs.

Product Features

  • Advanced reporting and analytics
  • Advanced user authentication
  • Company branding
  • Custom routing for signing
  • Customizable workflows
  • Expiration dates
  • Mobility and in-person signing
  • Multiple/parallel signers
  • Reminders and notifications
  • Secure and legal
  • Secure document storage (extended storage available)
  • Simple sending process
  • Track, manage, and receive real-time updates

Pricing

Pricing for Sertifi products needs an annual contract.

Sertifi Closing Pro - $150/mo (billed annually)

  • Starting price includes 5 users with the capability to send unlimited e-signature requests

Sertifi Closing Pro+ - $250/mo (billed annually)

  • Starting price includes 5 users, 1k payment requests, and unlimited e-signature requests

Sertifi eAuthorize - $105/mo (billed annually)

  • Starting price includes unlimited users as well as up to 500 payment authorizations per year

Customer Support

  • Training
  • Support Tickets